ERPNext CRM & Sales
What is Sales Person?
- Sales Person
- A Sales Person in ERPNext is a hierarchical record for sales representatives, used for commission tracking, target setting, and assigning leads and orders.
Setting Up Sales Persons
Go to Selling → Sales Person → New. Create a tree structure (Sales Manager → Regional Manager → Territory Executive). Link to an ERPNext Employee if the sales person is staff. Assign territories to each sales person for auto-routing of leads.
Commission and Target Tracking
Add commission rates on the Sales Person master. ERPNext calculates commission on submitted Sales Orders or Invoices. The Sales Person Target Variance report shows target vs actual by quarter, driving performance reviews and incentive payouts.
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Related Terms
Territory
Territory in ERPNext is a geographic sales zone used to assign leads, customers,…
Customer
A Customer in ERPNext is a party master record for businesses or individuals who…
Sales Order
A Sales Order in ERPNext is the confirmed customer purchase order that triggers …
Campaign
A Campaign in ERPNext is a marketing initiative that you can tag on Leads and Op…
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